Routing List Configuration

Fields/Icon	Description
Company	Displays the Company of the creator of the Routing List.
Info icon/message	The info message depends on who is the logged-in User: System Owner - 'You are allowed to create Company, Team and Public Routing Lists.' Internal/External Users - 'You are allowed to create Routing Lists for your Company use only'.
Routing List	Dropdown selection for existing Routing List to logged-in User as well as the field where a new Routing List can be entered.
Project	The dropdown field for Project option accessible to the logged-in User. This a mandatory field.
Restricted To	Selection for Routing List Restricted To: My Company - Routing record can be seen only by Users who are members of the same Company the route is set to. Project Team - Routing record can be seen only by Users who are members of the Project Team. Public - Routing record can be seen by all Users Nominated Public - Routing record can be seen by Users who are under the same Company of the selected Recipient(s) of the Routing record.
Routing List Code	Can be entered at most 15 characters as Routing List Code. This a mandatory field.
Routing List Description	The free text field that can be entered up to 60 characters for Routing List Description. This a mandatory field.
Create Date	The configuration date of the Routing List.
Created By	The User who created the Routing List Configuration.

AuthUsers	Description
System Owner	Responsible for the overall operation and maintenance of the system.
Internal	AuthUsers who are flagged as 'Internal to Project'.
External	AuthUsers who are neither System Owners nor Internal.

Info icons with the message are displayed depending on the selected Type.

1 - My Company

2 - Project Team

3 - Public

4 - Nominated Public

Users from System Owner Company can configure Routing list set to My Company, Project Team or Public

Users from Non-System Owner Company can configure Routing List set to My Company only

1. Create a New Routing List.
System Owner User logs in (e.g. NBC Document Controller - Gordon Williams, NBC)

On the Details tab of Routing List Configuration screen, click the New icon ( + ) to create a new Routing List. Note that the Company will default with the login User's Company Name. Info message will automatically display if what type of routing list the User can create. For System Owners, you can create either My Company, Project Team or Public Routing List.

Fill-up the mandatory fields like Project, Routing List Code and Routing List Description. Then select the Type/Restricted To from the drop-down list (e.g. Company). Once 'My Company' is selected, Only NBC AuthUsers can access and view this Routing List in the Route it has been set to. When the selected Type is 'Project Team', NBC AuthUsers plus AuthUsers flag as 'Internal to Project' can access and view the Routing List it has been set to; i.e. AuthUsers who are members of Project Team. When set to 'Public', all AuthUsers (creating Company, External, and Internal) can view and access the Routing List it has been set to. And when the Routing list is set as Nominated Public, Users who are under the same Company of the selected Recipient(s) on the Routing List can access and view the Routing List it has been set to.

After completing the details, you have to proceed to the Members tab to add first the Members for the Routing List to be saved.

2. Add Members

After entering data in the Details tab, proceed to the Members tab. Select first the Group and add the Team Members using the User lookup. Note: Groups are separately configured in S6 under SYSM.

Showing above an example of selected Members per Group. To add more Members, just select again the Group and then click the lookup to add Members. If the User opted to delete a Group or a Member, click the x button at the end of the row and select Yes on the confirmation message to delete.

3. Select the Members who are For Action or For Info.

Selected Members can already be assigned as 'For Action' or 'For Info' and will be displayed as default Recipients in Route Document Page.

Save the Routing List and check if it can be viewed in Routing List dropdown field.

1. Create a New Routing List.
Internal AuthUser logs in (e,g, Mark George, HASCI)

On the Details tab of Routing List Configuration screen, click the New icon ( + ) to create a new Routing List. Note that the Company will default with the login User's Company Name. Info message will automatically display if what type of routing list you can create. Since from the example the login User is not a System Owner, Mark George can only create a Routing List for his Company.

After completing the details, you have to proceed to the Members tab to add first the Members for the Routing List to be saved.

2. Add Members

When the pre-selected Member(s) for the Group is not from the same Company, a validation will appear.

Members that can be selected are those belonging to the same Company as the login User.

1. Create a New Routing List.
External AuthUser logs in (e,g, John Smith, BFA)

On the Details tab of Routing List Configuration screen, click the New icon ( + ) to create a new Routing List. Note that the Company will default with the login User's Company Name. Info message will automatically display if what type of routing list you can create. Since from the above example the login User is an External User, John Smith can only create a Routing List for his Company.

After completing the details, you have to proceed to the Members tab to add first the Members for the Routing List to be saved.

2. Add Members

Searching for AuthUsers from other Companies will not display a search result; only Members from the same Company of the logged-in User will be displayed.

Members that can be selected are those belonging to the same Company as the login User.

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